Tips From the Pros: Word Formulas That Don’t Work…and Those That Do

Feb 16, 2023

Charles A. Redd discusses the use of formula clauses in some recent cases and private letter rulings.

Dedicating More Of the Great Wealth Transfer to Philanthropy

Feb 16, 2023

Sandra Swirski and Tony Macklin discuss the role for wealth and philanthropic advisors in guiding the use of that wealth.

Tax Law Update: March 2023

Feb 16, 2023

David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month.

On the Cover: March 2023

Feb 16, 2023

Legal editor Anna Sulkin discusses this month's cover.

Note From the Editor: March 2023

Feb 16, 2023

Editor in Chief Susan R. Lipp discusses this month's issue.

Nine Tips for a More Positive Approach to Family Wealth Advising

Feb 15, 2023

Empower family clients to work together toward the creative possibilities their wealth and business can offer.

Billionaire’s Estate Seeks $70M Tax Refund

Feb 15, 2023

The estate of Richard Mellon Scaife is seeking a deduction for a liability under an indemnity agreement.

How Did Market Conditions Affect Private Foundation Giving in 2022?

Feb 15, 2023

Foundation Source client survey reveals that donors took a long-term mindset.

Celebrity Estates: Succession Planning Lessons From the British Royal Family

Feb 13, 2023

With the recent passing of Queen Elizabeth II, it’s an opportune time to ask: What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent ‘plan’?

Pay Attention to Term Conversion

Feb 10, 2023

The insurance company may be allowed to alter the deal during the contracted term.